+2,330.4%
TXN vs XLE
+1,033.9%
+1,296.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.2% |
| 7D | +12.3% | +4.4% | +8.0% | +10.2% |
| 30D | +9.1% | -4.3% | +13.4% | +11.1% |
| 3M | +13.5% | +6.0% | +7.5% | +10.2% |
| 6M | +6.9% | +13.2% | -6.3% | +0.1% |
| YTD | +84.0% | +46.7% | +37.3% | +51.9% |
| 1Y | +95.8% | +46.6% | +49.1% | +61.5% |
| 3Y | +130.3% | +69.6% | +60.8% | +76.9% |
| 5Y | +89.2% | +166.5% | -77.4% | +13.5% |
| 10Y | +486.5% | +178.0% | +308.5% | +219.2% |
| All | +2,330.4% | +1,033.9% | +1,296.5% | +428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling